The case for equities in retirement portfolios
Options work like insurance to minimize downside risk, says TDAM
- By: Fiona Collie
- September 3, 2014 September 3, 2014
- 09:10
Options work like insurance to minimize downside risk, says TDAM
Free, online ETF portfolio-building tool focuses on keeping risk levels constant
U.S. equities lead the pack
Manager aims for U.S. stock exposure with low volatility
R- and S-class units cancelled
MERs corrected for Class A and O units
AGF’s Peter Frost considers that bond yields have bottomed and is switching his focus back to equities.
Hedge-fund manager is bullish on Alberta’s residential market
Trimark manager steers a steady course
Mark Grammer will become sole lead of the Mackenzie growth team
Mutual fund AUM rose by $8.7 billion last month
Two funds gain greater flexibility for asset allocation
Global manager analyses “competitive dynamics of companies”
Invesco’s Private Wealth line-up reaches 41 actively managed mutual funds
Manager takes balanced approach in preferred-shares fund
Series D starts out with 21 funds, but no distributors yet
New funds will focus on dividend paying global equities and fixed income securities
41% of large-cap managers outperformed the S&P/TSX Composite Index last quarter
New portfolio strategy for NEI Ethical International Equity Fund
15 mergers planned for October, November
Growth trend likely to accelerate in the coming years, BMO exec says
Despite some uncertainties, recent developments have made critical illness insurance more attractive to some clients